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Greenwood Capital Associates’s United Rentals URI Stock Holding History

Greenwood Capital Associates’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,645
Closed -$596K – 203
2018
Q3 		$596K Buy
+3,645
New +$567K 0.13% 95
2015
Q1 		– Sell
-3,325
Closed -$339K – 175
2014
Q4 		$339K Sell
3,325
-25
-0.7% -$2.68K 0.1% 100
2014
Q3 		$372K Sell
3,350
-175
-5% -$19.7K 0.11% 92
2014
Q2 		$369K Sell
3,525
-665
-16% -$65K 0.11% 98
2014
Q1 		$398K Buy
4,190
+1,385
+49% +$117K 0.13% 93
2013
Q4 		$219K Buy
+2,805
New +$188K 0.07% 105

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenwood Capital Associates's URI Position: Q4 2018 in Review

Greenwood Capital Associates sold out of United Rentals (URI) in Q4 2018, closing a stake of 3,645 shares — an estimated $596K sold.

Greenwood Capital Associates first reported a position in URI in Q4 2013 and held it in 6 quarters. The position peaked at $596K in Q3 2018. 661 funds tracked by Wall St. Rank hold URI as of Q4 2018.

  • Greenwood Capital Associates reported no remaining United Rentals position as of Q4 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 3,645 United Rentals shares in Q4 2018, an estimated $596K.
  • Greenwood Capital Associates first reported a position in United Rentals in Q4 2013 and held it in 6 quarters.
  • Greenwood Capital Associates's United Rentals position peaked at $596K in Q3 2018.
  • 661 funds tracked by Wall St. Rank held United Rentals as of Q4 2018.

Based on Greenwood Capital Associates's 13F filing for Q4 2018, filed 11 Feb 2019.